EPISODE 5
This episode explores how social marketers in financial services walk the tightrope between regulation and real connection. Panelists unpack what it means to sound human in a highly scrutinized industry, and how to build trust through thought leadership, storytelling, and community presence. From influencer risk management to Gen Z content expectations, the conversation surfaces the nuanced challenges of engaging digital-native audiences without crossing compliance lines. If you work in a space where every word counts, this one’s essential.
Sponsors: Audiense, Nebula Social (Accrete AI), HaiX AI
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Director of Global Insights for Visa’s Business and Economic Insights team, integrating consumer research into economic forecasts. He has over 30 years of experience, pioneering purchase journey analysis and media tracking at Visa and Charles Schwab. He holds an MBA from the University of Arizona and a BS from Saint Petersburg State University.
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A marketing strategist with 17+ years in social media and content distribution, serving as Assistant VP at First Horizon. She drives organic social strategy and leads her company to multiple industry awards. She is passionate about community building, sustainability, and brand storytelling.
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Advertising and marketing professional with 16+ years of agency and brand experience. She serves as Vice President Team Leader in Social Media at Fidelity Investments, focusing on education and community. She collaborates with creative teams to develop innovative content and platforms.
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A GenXer turned social media specialist at the Federal Reserve Bank of Minneapolis. She initially taught for years, then embraced online communities while raising three children. She blends her passion for social media with continuous learning to navigate the evolving digital landscape.
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Tan runs Social Podium, a webinar series featuring some of the greatest minds in Marketing, Brand & Social at Fortune 2000 companies in the US. Tan's background in Marketing Communications, as well as his unique experiences in Business Development, Journalism, Media Monitoring, Data & Analysis uniquely positioned him to achieve the success he enjoys now.
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